JFS Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

JFS Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$705	Buy	+7	New	+$704	﹤0.01%	1886

Other funds holding SGOV

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

JFS Wealth Advisors's SGOV Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 7 shares worth $705. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings.

521 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

JFS Wealth Advisors held 7 shares of iShares 0-3 Month Treasury Bond ETF worth $705 as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new JFS Wealth Advisors position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1886 holding.
521 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.